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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $688M invested in Heritage Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
BCM
2
Basswood Capital Management
New York
$16.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.4M
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$435K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K
3
Goldman Sachs
3
Goldman Sachs
New York
$28.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
126
McIlrath & Eck
Washington
$65K – – –
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$62K +$26.7K +1,064 +76%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$52K – – –
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$51.2K -$180K -7,196 -78%
Simplex Trading
130
Simplex Trading
Illinois
$46K +$8.57K +349 +23%
SWA
131
Sutton Wealth Advisors
Florida
$41.8K – – –
FHA
132
First Horizon Advisors
Tennessee
$40K – – –
TRCT
133
Tower Research Capital (TRC)
New York
$22K +$11.5K +465 +110%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$18K +$15.6K +642 +648%
VCM
135
Versant Capital Management
Arizona
$9K -$5.31K -206 -37%
C
136
Covestor
United Kingdom
$6K +$1.95K +75 +48%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
TFO
138
Tarbox Family Office
California
$3K – – –
AssetMark Inc
139
AssetMark Inc
California
$2K -$478 -16 -19%
EWA
140
EverSource Wealth Advisors
Alabama
$2K – – –
S
141
SignatureFD
Georgia
$2K – – –
T
142
TCWP
Ohio
$2K +$2K +102 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$1K -$1.73K -97 -63%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$1K – – –
Macquarie Group
145
Macquarie Group
Australia
$11 – – –
Millennium Management
146
Millennium Management
New York
– -$3.62M -148,016 Closed
TD Asset Management
147
TD Asset Management
Ontario, Canada
– -$1.5M -61,254 Closed
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
– -$1.04M -42,397 Closed
LPL Financial
149
LPL Financial
California
– -$591K -24,189 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
150
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$467K -19,116 Closed
3 4 5
6
7